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Summit Financial’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Summit Financial’s Portfolio SMIN Stock Details SMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Sell
4,067
-35,249
-90% -$2.35M ﹤0.01% 1347
2026
Q1 		$2.36M Sell
39,316
-877
-2% -$57.3K 0.03% 529
2025
Q4 		$2.81M Buy
40,193
+3,036
+8% +$219K 0.04% 398
2025
Q3 		$2.66M Buy
+37,157
New +$2.76M 0.04% 407

Other funds holding SMIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Summit Financial's SMIN Position: Q2 2026 in Review

Summit Financial reduced its iShares MSCI India Small-Cap ETF (SMIN) stake by 90% in Q2 2026, selling an estimated $2.35M and leaving 4,067 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Summit Financial first reported a position in SMIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.81M in Q4 2025. 116 funds tracked by Wall St. Rank hold SMIN as of Q2 2026.

  • Summit Financial held 4,067 shares of iShares MSCI India Small-Cap ETF worth $288K as of Q2 2026.
  • Summit Financial sold 35,249 iShares MSCI India Small-Cap ETF shares in Q2 2026, an estimated $2.35M.
  • iShares MSCI India Small-Cap ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1347 holding.
  • Summit Financial first reported a position in iShares MSCI India Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's iShares MSCI India Small-Cap ETF position peaked at $2.81M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.